Mario Luna

Operations Mgr

Joshua Allen

The licensing process can get confusing and frustrating, thankfully I am here to help you expedite that process. Feel free to schedule an appointment or send me a message.

Email: joshallen.wfg@gmail.com

Client Relations &

Licensing Coordinator

YOUR TEAM

Meet the amazing team that helps us provide the best possible experience and you the best opportunity to succeed

CONTACT INFORMATION

Home Office

Email: WFGSalesdesk@transamerica.com

Phone Lines: Monday-Friday 8am-6pm EST

Phone: 770.934.7355 (770.WFG.SELL) Spanish speakers available

More Info: https://www.mywfg.com/wfg-sales-desk


Support cases can be submitted for the following areas:

  • Commissions
  • Compliance
  • Distribution (Physical Ordering, Rings & Watches)
  • Field Contracting & Coding (Forms, NAE)
  • Field Relations (AMA, BSSOE, Hierarchy)
  • Licensing & Appointments
  • Marketing (Recognition, Yext, Marketing Materials)
  • Platform Fees/E&O
  • Points (Promotions, Bonus Pools)
  • Sales Desk
  • Tax Documents
  • Technical Support (Email, Password Reset)
  • WFGIA Supervision


Business Productivity Consultants (BPC)

Technology Training (Engage, Campaign Manager, Yext, etc.)

Available to all licensed WFG agents

Find your area BPC here. https://www.mywfg.com/bpc

Call Center

General Questions & Support

Available to WFG SMD’s and above only

Phone: 770.246.9889

Campaign Manager

https://www.mywfg.com/my-campaign-manager

Please contact Outstand directly

Email: support@outstand.com

Phone: 800.865.7496

More Info: https://wfgcampaigns.com/support

E&O MARSH

Phone: 1-800-380-0451

Email: EandOServices@marsh.com


WFG Training Center

Visit the WFG Training Center for required courses, on-demand training videos, and webinar recordings.


New Agent Training

Visit the US New Agent Hub for all New Agent Resources.

Onboarding Agreement

Electronic Option (fastest): https://registration.wfglaunch.com/

Email option for paper agreements: wfgcoding@transamerica.com

Agent Information Changes

Home address, personal email address, phone number, spouse information and recognition settings can be made here. https://www.mywfg.com/profile


Name, Business Address, or SIN Change- Complete Agent Information Form

Paper Appointment Requests

Email: wfglicenseapps@transamerica.com


Recognition Photos to be Displayed on MyWFG and Social Media

Email: wfgphotos@transamerica.com

More Info: https://www.mywfg.com/ring-and-watch-guidelines


Advertising Requests

Available to WFG SMD’s and above only

https://www.mywfg.com/wfg-advertising-guidelines

Other Resources

TFA / WFGIA Important Contacts

WFG TFA Department Contacts


"The way to get started is to quit talking and begin doing."

-- Walt Disney

Products

Life Insurance

Annuities

Debt Management

Estate Planning


Contact

Operations Team

Licensing Team


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